MA Private Wealth VMBS Holdings History
MA Private Wealth's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 593,385.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $27.48 Mil. This investment constitutes 5.17% of their stock portfolio, and MA Private Wealth now holds 0.14% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2018Q4. And since then MA Private Wealth has made 13 purchases of VMBS, at an average price of $48.42, for a total of 806,856.00 shares. In addition, there have been 12 sales at an average price of $50.52 for 213,471.00 shares. Based on historical transaction data and VMBS's current price of $45.84, MA Private Wealth's estimated gain on his VMBS holdings is $-1.08 Mil, reflecting a -2.77% gain to date.
MA Private Wealth VMBS ($45.84) Holding Chart
MA Private Wealth VMBS ($45.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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